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Bill Lupi

Bill Lupi
Premier Advisor

330 York Rd

Carlisle, PA 17013-3180

Bill.Lupi@truist.com

Phone 717-489-3149

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About me

Background

Bill Lupi is a Premier Advisor with over 20 years of financial services experience, seven of those years with Truist, in providing families with active financial relationship management for their banking, investment, risk management, and strategic credit needs. He works with a team of Truist specialists, led by the Premier Advisor, to help clients take a comprehensive, holistic, and strategic approach to financial planning, while delivering customized solutions. Bill’s daily goal is to put his clients first, building their trust through high-touch attention, in-depth conversations, and technology. He seeks to guide clients through their financial journeys by addressing their short- and long-term goals.

Check the background of this investment professional on FINRA's BrokerCheck

Education

Bachelor's Degree
Radford University

Personal interests

Bill and his family have lived in Central Pennsylvania for over 15 years and enjoy the outdoor activities, like hiking and kayaking, that the area affords. He also likes volunteering in the community as an Eagle Scout Coach for the Boy Scouts of America, a CPR/AED and first aid instructor for the American Red Cross, and a member of the Harrisburg Chamber of Commerce.

Specialties

  • Innovative, customized risk management strategies and solutions, designed to protect every facet of your assets and income.

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, retirement distributions and more

  • Market strategy insights, strategic and tactical asset allocation guidance, long-term investment strategies, and more

  • Wills, trust, wealth transfer, estate administration and settlement, and more

  • A full range of premium banking options, including credit cards, personal and business lending, mortgages, home equity lines of credit, and more

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  • May Lose Value

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